CONGRATULATIONS!

You’re One Step Closer to Saving $300 on Protecting Your Family & Assets with a Living Trust

Our Estate Planning fees increased in 2024, however, this is your opportunity to take advantage of our 2023 rates. Not only will you save $300 on the cost of your Living Trust, we’re also waiving our normal $350 consultation fee.

Are You Ready to Stop Procrastinating?

You must book your appointment by February 15th and come in for your meeting by March 1st

Now is an excellent time to finish the investigation of your options and secure some peace of mind.

We want to give you the opportunity to ask those questions without getting billed for our time. We’ve found that clients who take the time to ask questions and look at their options walk away with a huge sense of relief.

Here are the typical concerns and topics most families want to discuss protections around during their free personal consultations:

• Why changes in your family, the law or the economy make discussing legacy planning details so important – and what can happen if this conversation is postponed.
• If your surviving spouse gets remarried, how you can preserve and pass your estate to your children instead of the new spouse.
• How to avoid the publicity and expense of a guardianship proceeding, should you become legally disabled and incapacitated.
• How to protect your children’s inheritance in case of their own divorce…  up to 50% of your assets could walk out the door with the ex in-law!
• The down sides to Joint Tenancy and how to avoid them using a proper legacy plan.
• How to protect the value of your IRA or retirement plan by taking advantage of the tax savings available when you convert your IRA to a Roth IRA at lower values.
• How to plan for Medicaid if you should ever need to enter a Nursing Home, local costs average $12,500 monthly for a private room.
• How to include specific provisions to care for a special needs child or grandchild without jeopardizing eligibility for benefits.
• How to protect your business and personal property from the ravages of potential lawsuits and creditor claims.
• Plan ahead for retirement, and implement strategies to protect your personal property from the devastating expense of catastrophic illness.